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Upturn AI SWOT - About
Income Opportunity Realty Investors (IOR)
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Upturn Advisory Summary
10/24/2025: IOR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.58% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.85M USD | Price to earnings Ratio 17.34 | 1Y Target Price - |
Price to earnings Ratio 17.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.06 | 52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 |
52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 17.34 | Forward PE - | Enterprise Value 75068293 | Price to Sales(TTM) 12.43 |
Enterprise Value 75068293 | Price to Sales(TTM) 12.43 | ||
Enterprise Value to Revenue 12.39 | Enterprise Value to EBITDA 13.29 | Shares Outstanding 4066180 | Shares Floating 361646 |
Shares Outstanding 4066180 | Shares Floating 361646 | ||
Percent Insiders 90.98 | Percent Institutions 0.24 |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors, a real estate investment trust (REIT), focuses on acquiring, owning, and managing commercial real estate. Founded to capitalize on real estate opportunities, it has adapted its investment strategy over time to respond to market conditions.
Core Business Areas
- Commercial Real Estate: Acquisition, ownership, and management of commercial real estate properties, including office buildings and retail centers.
Leadership and Structure
The leadership team consists of experienced real estate professionals. The organizational structure reflects a REIT model with a board of directors overseeing investment decisions and management executing day-to-day operations.
Top Products and Market Share
Key Offerings
- Commercial Real Estate Properties: Income Opportunity Realty Investors owns and manages a portfolio of commercial real estate properties. Market share is difficult to precisely quantify due to the fragmented nature of the commercial real estate market. Competitors include other REITs like Boston Properties (BXP) and Simon Property Group (SPG).
Market Dynamics
Industry Overview
The commercial real estate industry is influenced by economic cycles, interest rates, and demographic trends. Currently, there's uncertainty due to rising interest rates and evolving work patterns.
Positioning
Income Opportunity Realty Investors occupies a niche position focusing on specific types and locations of commercial properties. Its competitive advantages might include identifying undervalued assets and effective property management.
Total Addressable Market (TAM)
The total addressable market for commercial real estate is vast, measured in trillions of dollars globally. Income Opportunity Realty Investors captures a very small portion, and is positioned based on specific geographic and property type strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focused investment strategy
- Potential for undervalued asset acquisition
- Established network in target markets
Weaknesses
- Small market capitalization
- Limited diversification in property types
- High debt levels
- Vulnerability to economic downturns
Opportunities
- Acquiring distressed properties at attractive prices
- Improving property management to increase occupancy rates
- Expanding into new geographic markets
- Capitalizing on emerging real estate trends
Threats
- Rising interest rates increasing borrowing costs
- Economic recession impacting property values
- Increased competition from larger REITs
- Changes in tenant preferences (e.g., remote work)
Competitors and Market Share
Key Competitors
- Boston Properties (BXP)
- Simon Property Group (SPG)
- Vornado Realty Trust (VNO)
Competitive Landscape
Income Opportunity Realty Investors faces significant competition from larger, better-capitalized REITs. Its competitive advantage may lie in niche markets and value-add strategies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth discussion relies on financial performance data from past years.
Future Projections: Future projections depend on analyst estimates, which needs to be gathered from financial data providers.
Recent Initiatives: Recent initiatives information would be based on press releases and investor presentations.
Summary
Income Opportunity Realty Investors is a smaller REIT operating in a competitive market. Its focused investment strategy and potential for acquiring undervalued assets could be strengths. However, its small size, debt levels, and vulnerability to economic cycles pose challenges, making it a riskier investment compared to some of its larger peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is estimated and may not be precise. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | President & CEO Mr. Erik L. Johnson CPA | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.
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